See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,943 | $93,571-72.3% | $135,903-80.9% | $75,163-65.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 69.80% | 30.90%+38.9pp | 68.23%+1.6pp | 160.62%-90.8pp |
| Employer contribution / active EE | $4,365 | $3,537+23.4% | $4,856-10.1% | $2,670+63.5% |
| Participant deferral / active EE | $9,344 | $6,404+45.9% | $7,758+20.4% | $4,125+126.5% |
| Admin fee / account holder | $281 | $6,975-96.0% | $10,762-97.4% | $5,651-95.0% |